We help business owners by…

Cash management and optimizing lending solutions. Managing cash flow and providing liquidity are crucial for any business owner. We work with you to ensure that you have the access to capital that you need to provide you with cash flow and flexible liquidity.

Small business retirement plan consulting. Your business and your employees are unique; so why should your retirement plan be cookie-cutter? Our team of financial advisors and financial planners will work with you to ensure that your retirement plan is optimized based on your specific financial goals for you and for your employees.

Coordinating business and personal cash flow and taxation issues. As a small business owner it can be exhausting to keep the lines between business cash flow and personal cash flow clear. Working with you and your CPA will allow us to better manage your cash flows, and ensure that available dollars are being allocated in the best manner for your individual goals.

Risk management and insurance review to help ensure that your assets, your family, and your business are properly protected in the event that the unforeseen happens. Thomas Fleishel, a CERTIFIED FINANCIAL PLANNER™ professional in DeLand, will work with your insurance agent to ensure that these coverages are in line with your needs and are affordable based on available cash flow

Succession Planning and exit strategies. It can often be difficult to put a value on the very thing that you have put your entire life into building. We work alongside you, your successors and key employees to make sure that in the planned, or unplanned, departure of an owner or key employee that all parties are treated fairly and that ultimately you and the business are left in a good of shape as possible.